Unclaimed
Natalie Weelborg is a registered representative with Houlihan Lokey Capital, Inc. Natalie has been in the industry since 2018 and holds a Series 63, Series 79 and a SIE license. Natalie is registered with the state of Minnesota. Previously Natalie was associated with HOULIHAN LOKEY ADVISORS, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
MN
09/12/2018 - Present
Houlihan Lokey Capital, Inc. (MINNEAPOLIS MN)
CA
04/28/2022 - 04/19/2024
HOULIHAN LOKEY ADVISORS, LLC (SAN FRANCISCO CA)
BC
Issued 08/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Natalie Weelborg is the right advisor for you? Invested Better is here to help.